Testimonials

What Our Clients Say About Us

Check out what our satisfied clients are saying about us:

brad-ford

“I have been using Advisors Back Office for about three years. I consider them the CFO of our business. What I most value is working with Mark to improve my business in ways I never thought possible over my 44 years as a small business owner. Whether it’s creating and fine-tuning budgets, employee expansion plans, HR issues, or just helping me be a better owner of my business, it’s wonderful to have help and a sounding board as my business grows, and it’s so nice not to have to worry about all the details anymore.”

Brad Ford, President
Vineyard Financial
david-brooks

“Mark, Heidi and the entire team at Back Office are a critical part of our growth and success. I highly recommend any firm that wants to grow while increasing profitability utilize their services.”

David Brooks, President and Financial Advisor
Retire SMART
tony-drake

“When scaling a business, it’s critical to know your numbers. Back Office has been a major part of our success as we have tripled our new production over the last three years. They really act as our CFO and can help alert me when something needs attention. The comparative analysis allows me to see how my expenses and profits are lining up with my peer. HIGHLY recommend!”

Tony Drake, CFP®, Founder and CEO
Drake & Associates, LLC
mark-falter

“From years of experience working in the financial industry, I cannot stress how crucial it is to have a reliable and efficient back-office solution. That is why I want to express my utmost satisfaction and gratitude towards Advisors Back Office Solution. They are highly knowledgeable, responsive and always ready to assist us with any questions or concerns we may have. I would highly recommend Back Office to any wealth management firm looking to enhance their operational efficiency. Their comprehensive services and dedicated support have undoubtedly made a positive impact on our business.”

Mark Falter, President
Mid-American Wealth Advisory Group
tad-new

“Advisors Back Office Solution has taken all of the necessary but time-consuming tasks off of our plate. That has been a game changer for our ability to be more productive as a company. Our team can now focus on doing the things that make our business better! Also, as someone who has always tracked our numbers, it’s a huge benefit to be able to know any number I need without me having to do the tracking. THANKS, BACK OFFICE!”

Tad Hill, Co-Founder, CEO and Wealth Advisor
Freedom Financial Group
kyle-odell

"I took full advantage of everything Back Office has to offer day one.  This freed up my time so I could give great focus and attention to my clients, my team and do things in my business that I actually enjoy."  "I truly appreciate their attention to detail and appreciate their responsiveness."

Kyle O’Dell, CEO
EdgeRock Wealth Management

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929-242-6868

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Email Us At

contact@info.com

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Visit Us At

5th Avenue, New York, NY